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PV Asset Ownership & O&M Report - Latin America - 2019July 26, 2019The report contains market share rankings for the end of 2018 based on IHS Markit's comprehensive coverage of PV projects and the supply chain. The market share estimates are based on the total PV capacity in the portfolio (in MWdc)Subscribers Only
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Exemption of bifacial cell technology from Section 201 measures to accelerate switch from mono to bifacial cell lines outside of China and drive demand in the United StatesJune 17, 2019On 13 June 2019, United States Federal trade authorities ruled that bifacial solar modules will be exempt from Section 201 tariffs, as outlined in a notice from the Office of the United States Trade Representative. The ruling will dramatically increase demand for bifacial solar modules in the United States due to the opportunity of avoiding tariff rates of 15% to 25% through February 2022, in addition to the benefits of higher efficiencies and energy yields associated with such products. IHS Markit expects that demand for bifacial modules in the United States will be primarily served by manufacturing lines across Southeast Asia, as products shipped from China will still face antidumping and Section 301 tariffs that will make them less competitive.Subscribers Only
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The cancellation of Mexico’s fourth energy auction generates uncertainty for PV project development beyond 2020February 11, 2019On 1 February, Mexico's Secretariat of Energy (SENER) announced the cancellation of the planned fourth energy auction, confirming IHS Markit’s prediction that the administration would break with the previous administration and end the continuity of power auctions. The decision generates uncertainty for the PV project development beyond 2020 and may delay the country’s renewable energy goals. Developers and investors will now have to look for alternative investment paths to fill the void left by tenders. Moreover, the cancellation will affect the Clean Energy Certificate (CEL) market and may delay the clean energy goals Mexico had set for itself. On the upside, the distributed generation segment could see a sharper increase in installations through 2023.Subscribers Only
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PV Asset Ownership & O&M Report - Latin America, Regional - 2018March 02, 2018This report contains market share rankings for 2017 based on IHS Markit's comprehensive coverage of PV projects and the supply chain. The market share estimates are based on the total PV capacity in the portfolio (in MWdc).Subscribers Only
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Will energy storage follow in the steps of the booming solar market in China?May 07, 2017Key takeaways from recent energy storage conferences in China Over the last two weeks, IHS Markit Technology analysts attended three shows including SNEC in Shanghai, China International Energy Storage Conference in Suzhou, and Global Energy Storage Conference in Shenzhen. All three shows attracted large audiences although conferences took place simultaneously – testament to the growth of the Chinese storage industry. Both new entrants and existing players expressed interests in battery technologies, business models, and market drivers.Subscribers Only
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China’s Antidumping Tariffs Expected to Have Limited Impact on Country’s Polysilicon PricingJuly 30, 2013China’s move to slap retaliatory antidumping tariffs on solar polysilicon imported from the United States and South Korea will cause only a slight increase in domestic pricing for the material...
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Photovoltaic Industry to Enjoy Robust Installation Growth in 2013, but Revenue Dip Poses ChallengesJanuary 25, 2013Global photovoltaic (PV) installations will rise this year in a continuing pattern of solid growth, but the industry will nonetheless suffer a decline in overall revenue due to lower volume growth and decreasing system prices, according to an IHS Solar white paper from information and analytics provider IHS (NYSE: IHS).
PV installations are projected to reach 35 gigawatts (GW) this year, up from 32 GW in 2012, as shown in the attached figure. In comparison, industry revenue—measured as the system price multiplied by total gigawatts installed—will retreat to an estimated $75 billion, down from $77 billion last year, and exhibiting an even steeper fall from the market’s peak revenue of $94 billion in 2011.
